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401 K PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP and AFFILIATES Strategic Asset Allocation - Optimal Moderate
0.00%December 31 | MyPlanIQ portfolio symbol P_69582

  • Portfolio Overview
  • Holdings
  • Performance
  • Calculators
  • Rolling Returns
  • Drawdowns

Portfolio Overview



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Holdings




Historical Performance


401 K PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP and AFFILIATES Strategic Asset Allocation - Optimal Moderate Historical Returns

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) 6.52% 14.41% 19.20% 16.44% 13.50% 14.82% 10.57% 8.76%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) 6.93% 11.16% 10.75% 7.55% 6.56% 7.58% 6.12% 5.86%
Data as of 07/02/2025, AR inception is 12/31/2000

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401 K PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP and AFFILIATES Strategic Asset Allocation - Optimal Moderate Historical Return Chart


Calculators


Dollar Cost Average Calculator for 401 K PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP and AFFILIATES Strategic Asset Allocation - Optimal Moderate

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Retirement Spending Calculator for 401 K PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP and AFFILIATES Strategic Asset Allocation - Optimal Moderate

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Rolling Returns



Maximum Drawdown

401 K PROFIT SHARING PLAN FOR EMPLOYEES OF MOSS ADAMS LLP and AFFILIATES Strategic Asset Allocation - Optimal Moderate Maximum Drawdown